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561 hedge funds and large institutions have $16.1B invested in Moody's in 2016 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 171 increasing their positions, 206 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $122M | Put options by funds: $66.8M

42% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 60

3% more funds holding

Funds holding: 545561 (+16)

2.71% more ownership

Funds ownership: 86.64%89.36% (+2.7%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

10% less capital invested

Capital invested by funds: $17.8B → $16.1B (-$1.74B)

17% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 206

Holders
561
Holders Change
+16
Holders Change %
+2.94%
% of All Funds
14.03%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.57%
New
85
Increased
171
Reduced
206
Closed
60
Calls
$122M
Puts
$66.8M
Net Calls
+$55.1M
Net Calls Change
+$69.6M
Name Holding Trade Value Shares
Change
Change in
Stake
QAM
401
Quantres Asset Management
Cayman Islands
$424K +$454K +4,500 New
LCM
402
Landscape Capital Management
New Jersey
$415K +$444K +4,400 New
LNWWM
403
Laird Norton Wetherby Wealth Management
California
$412K -$16.3K -161 -4%
Federated Hermes
404
Federated Hermes
Pennsylvania
$406K +$1.92K +19 +0.4%
RCM
405
Riverhead Capital Management
Delaware
$399K -$30.3K -300 -7%
MSV
406
MN Services Vermogensbeheer
Netherlands
$399K
FBFS
407
First Business Financial Services
Wisconsin
$394K -$13.1K -130 -3%
CI
408
Conning Inc
Connecticut
$391K -$21.2K -210 -5%
VIA
409
Virtus Investment Advisers
Connecticut
$388K -$1.52M -15,092 -79%
CC
410
ClearArc Capital
Ohio
$379K -$7.07K -70 -2%
AIP
411
Ameritas Investment Partners
Nebraska
$377K
PM
412
Parametrica Management
Hong Kong
$376K -$32.6K -323 -7%
CSIC
413
Clifford Swan Investment Counsel
California
$376K +$9.69K +96 +2%
RHJA
414
Rice Hall James & Associates
California
$370K
ONB
415
Old National Bancorp
Indiana
$357K +$181K +1,791 +90%
Bank of Nova Scotia
416
Bank of Nova Scotia
Ontario, Canada
$354K +$30.3K +300 +9%
TMAM
417
Tokio Marine Asset Management
Japan
$351K -$151K -1,493 -29%
HA
418
Halsey Associates
Connecticut
$349K
LRIC
419
Long Road Investment Counsel
Michigan
$349K
GAM
420
GVO Asset Management
Switzerland
$349K +$373K +3,698 New
EOJOAM
421
E. Ohman J:or Asset Management
Sweden
$349K
UCFA
422
United Capital Financial Advisors
Texas
$348K -$21.7K -215 -6%
WTC
423
WhitTier Trust Company
Nevada
$344K
GCA
424
Gideon Capital Advisors
New York
$343K +$367K +3,635 New
SCM
425
Southport Capital Management
Tennessee
$340K

MCO Hedge Fund Activity: Q4 2016 in Review

561 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q4 2016, worth a combined $16.1B — down 9.8% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new MCO positions and 60 closed out — a net gain of 25 holders — while 171 added to existing stakes and 206 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $118M. The largest seller was Egerton Capital (UK), exiting entirely with an estimated $172M sold.

  • 561 institutional investors held Moody's (MCO) as of Q4 2016, up from 545 in Q3 2016.
  • Funds reported $16.1B of Moody's stock for Q4 2016, down 9.8% quarter-over-quarter.
  • 85 funds opened new Moody's positions in Q4 2016 and 60 closed out, a net change of +25 holders.
  • The largest Moody's buyer in Q4 2016 was Massachusetts Financial Services, an estimated $118M added.
  • The largest Moody's seller in Q4 2016 was Egerton Capital (UK), an estimated $172M sold.

Based on aggregated 13F filings for Q4 2016.